Meritas Wealth Management, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Meritas Wealth Management, LLC
- $142 Billion
- Q2 2024
A detailed history of Meritas Wealth Management, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 90,578 shares of VTIP stock, worth $4.41 Million. This represents 3.1% of its overall portfolio holdings.
Number of Shares
90,578
Previous 88,456
2.4%
Holding current value
$4.41 Million
Previous $4.24 Billion
3.79%
% of portfolio
3.1%
Previous 2.95%
Shares
7 transactions
Others Institutions Holding VTIP
# of Institutions
778Shares Held
140MCall Options Held
21.1KPut Options Held
1.9K-
Gibson Wealth Advisors LLC Tyler, TX19.9MShares$968 Million18.22% of portfolio
-
Sei Investments CO Oaks, PA8.1MShares$394 Million0.57% of portfolio
-
Valmark Advisers, Inc.5.63MShares$274 Million4.68% of portfolio
-
Cambridge Associates LLC Boston, MA4.96MShares$241 Million11.04% of portfolio
-
Heritage Wealth Advisors4.82MShares$235 Million10.82% of portfolio